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SBI Short Horizon Debt Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹194 Cr ₹17442 Cr
Min Investment ₹5000 ₹10000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹5000
Launch Date 09 May 2003 27 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II BSE India Bond Index
Turn Over % 0.0%
Expense Ratio 1.14 0.85
Manager Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01BA3 INF200K01IG6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Month 0.52% 0.52%
6 Month 2.46% 2.73%
1 Year 7.46% 8.02%
3 Year 7.41% 7.48%
5 Year 5.75% 5.73%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month 1.39% 1.51%
1 Year 6.65% 7.24%
3 Year 7.55% 7.77%
5 Year 6.86% 6.95%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Year 7.32% 7.75%
3 Year 7.43% 7.45%
5 Year 7.79% 7.79%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Standard Deviation 1.01% 0.94%
Sharp 0.68% 0.84%
Beta 1.37% 1.36%
Alpha -0.64% -0.52%

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Name Dwijendra Srivastava Pradeep Kesavan
Total AUM ₹14140 Cr ₹434274 Cr
Funds Managed 14 43
Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 100

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